Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,232 institutions that hold shares in the stock, with a total of 340 Million shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,941
shares
|
$1.04 Million
0.26% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
2,941
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,938
shares
|
$1.04 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,932
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2023
Added 0.79%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,929
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,924
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,922
shares
|
$1.03 Million
0.47% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
2,918
shares
|
$1.03 Million
0.8% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,915
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,913
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
2,910
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
2,910
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
2,908
shares
|
$1.03 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,904
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,899
shares
|
$1.03 Million
0.55% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,897
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,884
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 189.56%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,880
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
2,878
shares
|
$1.02 Million
0.29% of portfolio
|
Q4 2020
Reduced 25.82%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
2,878
shares
|
$1.02 Million
0.61% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,875
shares
|
$1.02 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,872
shares
|
$1.02 Million
0.32% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,869
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
2,861
shares
|
$1.01 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.61%
|